FT Vest Laddered Buffer ETF (BUFR): holdings, fees and overlap

FT Vest Laddered Buffer ETF (BUFR) is an exchange-traded fund run by First Trust. It holds 13 positions. The expense ratio is 0.10% a year, which is what the fund keeps from every $10,000 invested: about US$10. Assets under management stand at $10.5B. Winston reads this fund the way it reads a stock: what it owns, what it charges, how much of it overlaps with the other funds on your list, and whether the fee is earning its keep. Members see the full holdings table, the overlap check and the daily paper on every fund they own.

Key Facts

  • Issuer: First Trust
  • Asset Class: Stock
  • Price: $37.58
  • Expense Ratio: 0.10%
  • Assets Under Management: $10.5B
  • Number of Holdings: 13
  • Inception Date: 2020-08-10
  • Currency: USD

Winston Score

FT Vest Laddered Buffer ETF has a Winston Score of 74 out of 100.

Performance

  • 1-Year Return: 11.88%
  • 3-Year Return: 53.89%
  • 5-Year Return: 60.12%

Top Holdings

FT Vest U.S. Equity Buffer ETF - January (N/A%), FT Vest U.S. Equity Buffer ETF - March (N/A%), FT Vest U.S. Equity Buffer ETF - October (N/A%), FT Vest U.S. Equity Buffer ETF - November (N/A%), FT Vest U.S. Equity Buffer ETF - April (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)